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Client is 62 and still employed. He wishes to do an in-service withdrawal with NUA. Is this possible if he...

QUESTION:I inherited both a traditional and a Roth IRA from my significant other (non-spouse) who passed away in 2021. He had started taking required minimum distributions (RMDs). I am less than 10 years younger than he was. Question is: do I or do I not have to empty both accounts within 10 years of his death? No one is giving me an answer one way or another.

What are the beneficiary rules for a non-spouse/non-eligible designated beneficiary who inherited an already inherited IRA? The original IRA owner...

I have a tax client who received a retirement distribution that was rolled over into an IRA account.  The distribution...

By Sarah Brenner, JDDirector of Retirement Education In newly released final required minimum distribution (RMD) regulations, the IRS is doubling...

In Part 1 (July 17), I discussed 5-year clock issues when a non-spouse beneficiary inherits a Roth IRA. In Part 2, I will hit on the important concepts and options available when a spouse inherits a Roth IRA.

Ever since the website was revised readers are seeing many more posts online that are very clearly spam.  In the...

A spouse (husband) has full ownership of his IRA in California (community state). Husband wants to make his son from...

If TIRA owner died in 2020 after RBD, non-EDB rolled to inherited IRA in 2021 and has not taken any...

Question:Can a Roth IRA be rolled into a Roth 401k?Answer:While a Roth 401(k) can be rolled into a Roth IRA, the reverse is not true. You cannot roll a Roth IRA into a Roth 401(k). The only place where funds from a Roth IRA can be rolled over to is another Roth IRA.